Shownotes
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss managing investment risk in volatile markets using the active management strategy. An active management strategy is not superior to the buy-and-hold investment strategy, but it is a great way to reduce risk in volatile markets.
Listen in to learn how we use data/numbers to identify and align with the best asset classes to be invested in. You will also learn why an active asset management strategy allows you to make a decent rate of return, not lose a bunch of money, and have peace of mind in your retirement.
In this episode, find out:
- Understanding actively managing – very low to no risk on your investment.
- Good risk management – using data to identify and align with the best asset classes to be invested in.
- The portfolio adjustments we conduct with an active management strategy.
- How we significantly reduce risk by leaving a risk-managed opportunity in the portfolio.
- Why monitoring how asset classes move is a good way to structure the portfolio.
- The peace of mind you get in your retirement by having an active asset management strategy.
Tweetable Quotes:
- “Actively managing means we’re going to transition the portfolio so it’s in a good place as it can be, but it could also mean that we reduce risk.”- Radon Stancil
- “There are pros and cons to investing in general; at the end of the day, you want to pick a strategy that’s comfortable to you.” - Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.